Retirement Planning Associate

Equitable Advisors - Williamsville, NY • Williamsville, NY

424d • $24,000 - $24,000

About The Position

The Retirement Planning Associate at Equitable Advisors is an entry-level position focused on helping clients secure their financial well-being. The role involves providing financial services and products tailored to clients' evolving needs, while also emphasizing the importance of diversity, equity, and inclusion within the workplace. Associates will receive comprehensive training and support to develop their skills in client relationship management, sales techniques, and market development, with opportunities for professional growth and advancement.

Requirements

• Bachelor's degree preferred but not required.
• Must be authorized to work in the United States.
• Results-driven, highly motivated, self-starter with integrity and a strong work ethic.
• Excellent interpersonal and communication skills with a high degree of self-confidence.
• Ability to leverage past experiences to develop markets and sustain long-term relationships.

Nice To Haves

• Experience in sales or customer service roles.
• Knowledge of financial products and services.

Responsibilities

• Assist clients in planning for their financial futures by providing tailored financial services and products.
• Participate in training programs to develop skills in client relationship management and sales techniques.
• Engage in market development and networking to build long-term client relationships.
• Complete required state licenses and registrations, including Series 7 and 66, to provide financial advice.
• Collaborate with team members to enhance service delivery and client satisfaction.

Benefits

• Employee stock purchase plan
• Disability insurance
• Health insurance
• Dental insurance
• Vision insurance
• 401(k) matching
• Life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree